MUTUAL FUND SNAPSHOT The Easy Way To Find Great Mutual Funds!

EXPENSES

Cost Per $10,000:
3-Year: $242
5-Year: $425
10-Year: $967
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 12.22%    
43th
3-Year: 6.01%    
89th
5-Year: 9.08%    
63th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -4.45%    
41th
3-Year: -3.7%    
37th
5-Year: -1.65%    
33th
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MANAGEMENT

Fund Manager:
Name: Kim
Since: 06/01/2021

PORTFOLIO

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Data on this page as of 10/31/2024.

Underlying data by Value Line